Scott
Stephan
Townsquare Capital, LLC
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About this Advisor
Scott Stephan is a financial advisor operating out of Provo, Utah with 4 years of relevant experience. Stephan is currently employed by Townsquare Capital, LLC. Their career trajectory has included roles at Beneficial Life Insurance Co, Investors Insurance Company, Scott M. Stephan, Symetra Investment Services, Inc, Townsquare Capital LLC, Signator Investors, Inc, Allegis Investment Services and Dfpg Investments, Inc. Stephan maintains a Series 63 license, qualifying them as a securities broker, and is approved to serve investors in California. Townsquare Capital, LLC is a firm based in Provo, UT. The firm has offices in 40 locations and a total of 89 financial advisors. It handles $6 billion in total assets across its 28,608 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 60 charitable organizations. Of its 28,608 client accounts, just 9% belong to high-net-worth individuals who have greater than $1 million in assets. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fees usually vary depending on which services the firm provides the client. However, fees billed by Townsquare Capital, LLC likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Townsquare Capital, LLC Brokerage Details
$6,244,414,527
89
28,608
$218,275
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Scott Stephan Work History
Scott has been registered as a financial advisor for 4 years.*
Townsquare Capital LLC
Dfpg Investments, Inc
Scott M. Stephan
Investors Insurance Company
Beneficial Life Insurance Co
Allegis Investment Services
Signator Investors, Inc
Symetra Investment Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Scott Stephan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Townsquare Capital, LLC
Idaho Falls, ID
Lehi, UT
Provo, UT
Provo, UT
Provo, UT
Provo, UT
Provo, UT
Cedar Park, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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